Retirement tax questions

Log into your children's' returns, one at a  time and follow the steps below:

  • Click on Federal in the left column
  • Click on Wages & Income
  • Scroll to Interest and Dividends, click on Show more if necessary
  • Click on the button beside 1099-OID, Foreign Accounts
  • Indicate that you received Form 1099-OID (and any others that apply)
  • Indicate that you did receive OID
  • You can try to import the 1099-OID or you can click on "I'll type it in myself"
  • Enter the information as it appears on your Form 1099-OID
  • Indicate if any of the uncommon situations apply
  • Click Done



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